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KGGAX vs OAYEX ᐉ Comparison: Which is Better to Invest?
KGGAX vs OAYEX Comparison
Open Charts KGGAX vs OAYEX
Kopernik Global All-Cap A
Price$12.00
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
Oakmark International Small Cap Advisor
Price$19.52
Change+$0.20 (+1.04%)
VolumeN/A
CapitalizationN/A
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KGGAX vs OAYEX Comparison Chart
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KGGAX vs. OAYEX commentary
May 06, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is KGGAX is a Sell and OAYEX is a Hold.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.15B vs. OAYEX (1.43B). KGGAX pays higher dividends than OAYEX: KGGAX (4.46) vs OAYEX (1.99). KGGAX was incepted earlier than OAYEX: KGGAX (11 years) vs OAYEX (7 years). KGGAX is a more actively managed with annual turnover of: 39.00 vs. OAYEX (32.00). KGGAX has a lower initial minimum investment than OAYEX: KGGAX (3000) vs OAYEX (100000). OAYEX annual gain was more profitable for investors over the last year : 7.67 vs. KGGAX (3.95). KGGAX return over 5 years is better than : 43.15 vs. OAYEX (38.77).
| KGGAX | OAYEX | KGGAX / OAYEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 2.389 | 0.103 | 2,329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 1.43B | 151% |
| Annual Yield % from dividends | 4.46 | 1.99 | 224% |
| Returns for 1 year | 3.95 | 7.67 | 51% |
| Returns for 3 years | -10.99 | 4.22 | -261% |
| Returns for 5 years | 43.15 | 38.77 | 111% |
| Returns for 10 years | 50.23 | N/A | - |